Chris O'Connell

Chris O'Connell

Financial Advisor

Phone: (281) 407-4831
Fax: (281) 407-4831
E-mail:
 

Chris O'Connell earned his BBA with a Major in Finance at Texas State University. In college he was a member of the Financial Management Association as well as the Student-Managed Investment Fund, which presided over a portion of the endowment of the McCoy College of Business. He served on the investment committee as the domestic portfolio manager and guided the team on macro-economic decisions regarding asset allocation, sector allocation, and individual stock selections. After finishing college, he returned to his hometown of Houston. He joined SagePoint Financial, Inc. upon graduation in May of 2018. He currently holds his Series 7 license.

Chris is passionate in working with individuals and small businesses and uses his experience and education to help clients pursue their financial goals. Devoted to his family he enjoys spending time with his daughter and volunteering with his time outside of work.